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Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing.

It requires much more than just preparing a will – especially if you have beneficiaries – and it may involve numerous administration requirements. However, if managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

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Important things to consider

Planning your estate may encompass the following considerations:

  • drafting a will that works
  • deciding the responsibilities of your executor
  • choosing your Power of Attorney
  • planning your successors
  • deciding on an appropriate trust
  • reducing tax liabilities.

The information posted to this website is for education purposes and is not intended to be investment advice.

Registration as an Investment Advisory in the Commonwealth of Virginia does not imply an endorsement by Virginia, nor does it mean the Commonwealth of Virginia certifies or verifies my knowledge, skills, or experience as an investment advisor.

Redeployment Wealth Strategies provides financial planning and investment advice to residents of Virginia. Residents of other jurisdictions are considered on a case basis depending on the laws governing investment advisors where they live.